Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Brewer is a financial advisor with Cambridge Investment Research Advisors, Inc. Richard has been in the financial services industry since 1997. Richard has a wide range of experience, including working with individuals, families, and businesses. Richard is committed to providing personalized financial advice and services to help clients achieve their financial goals. Richard is a registered representative of Cambridge Investment Research, Inc. Richard is also registered as an investment advisor representative in Florida, North Carolina and Texas. Richard holds the Series 7, 6, 63 and 66 securities licenses, as well as the Series 26 principal license. Richard is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
03/07/2022 - Present
Cambridge Investment Research Advisors, Inc. (Miami FL)
NC
01/27/1999 - 07/31/2019
NATIONWIDE SECURITIES, LLC (WAKE FOREST NC)
OH
10/01/1997 - 12/08/1998
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BOTH
Issued 02/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Richard Brewer is the right advisor for you? Invested Better is here to help.
